IQLT — ISHARES TR

Ownership history in EWG Elevate Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (IQLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.36% (2025 Q1)
Avg. % of fund
0.27%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 24,215 +222 +0.9% 0.32% $1.0M $42.79
2025 Q1 ADDED 23,993 +4,044 +20.3% 0.36% $952K $38.75
2024 Q4 ADDED 19,949 +5,551 +38.6% 0.23% $741K $36.24
2024 Q3 ADDED 14,398 +1,296 +9.9% 0.24% $597K $40.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IQLT price (monthly, adj. close)

Other funds also holding IQLT

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 17.03% Silver Coast Investments LLC 13.56% LIFE LINE WEALTH MANAGEMENT LLC 12.65% Valence8 US LP 3Y 12.43% BITTERROOT CAPITAL ADVISORS LLC 11.76% Cook Wealth, LLC 3Y 9.81% Longview Financial Advisors, Inc. 9.72% Altus Wealth Management, LLC 3Y 9.34% Koenig Investment Advisory, LLC 8.08% Carr Financial Group Corp 3Y 7.0%
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